See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,909 | $47,479-91.8% | $62,929-93.8% | $82,448-95.3% |
| Participation rate | 97.9% | 66.9%+31.0pp | 73.1%+24.8pp | 68.1%+29.8pp |
| Annual return | 59.00% | 20.34%+38.7pp | 1063.93%-1004.9pp | 41.64%+17.4pp |
| Employer contribution / active EE | $1,175 | $1,885-37.7% | $2,505-53.1% | $2,551-53.9% |
| Participant deferral / active EE | $1,999 | $2,870-30.4% | $3,888-48.6% | $4,139-51.7% |
| Admin fee / account holder | $195 | $3,804-94.9% | $5,065-96.1% | $7,234-97.3% |